Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

My flight leaving Vancouver was delayed. This meant my connection through Chicago would be tight. After a week of the high-wire act that is delivering presentations, I was ready to be home. I was ...

Firms are hoping to develop enduring client relationships and increase profit by providing client advisory services. To increase the chance of success, there's a critical piece that needs to be ...

Changing client demographics and preferences, along with market uncertainty and new investment opportunities, are creating plenty of opportunities for advisors to create competitive differentiation, ...

Forbes contributors publish independent expert analyses and insights. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when ...

This content is produced by a member of The Drum Network, a paid-for membership club for CEOs and their agencies who want to share their expertise and grow their business. As both complexity in the ...

The financial services industry would be well served to focus on diversity, equity and inclusion not only to bring more people into the industry, but also to serve the demographics and needs of their ...

Everyone wants more for less. Law firms are under increasing pressure to deliver on client needs without exceeding tightened budgets. Clear communication, AI technology and a variety of billing ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

One of the most formidable obstacles to the planning process is the general reluctance of clients to discuss their own mortality. There’s one significant motivating factor, however, that drives ...

Technology and data have created powerful tools for consumers, but they have also exposed a critical gap that algorithms and scripts cannot fill. This gap is where the professional insurance agent ...